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Principia Wealth Advisory’s Houlihan Lokey HLI Stock Holding History

Principia Wealth Advisory’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$805 Sell
6
-1
-14% -$148 ﹤0.01% 808
2026
Q1 		$1K Buy
+7
New +$1.15K ﹤0.01% 707

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principia Wealth Advisory's HLI Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Houlihan Lokey (HLI) stake by 14% in Q2 2026, selling an estimated $148 and leaving 6 shares worth $805. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Principia Wealth Advisory first reported a position in HLI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1K in Q1 2026. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Principia Wealth Advisory held 6 shares of Houlihan Lokey worth $805 as of Q2 2026.
  • Principia Wealth Advisory sold 1 Houlihan Lokey share in Q2 2026, an estimated $148.
  • Houlihan Lokey made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #808 holding.
  • Principia Wealth Advisory first reported a position in Houlihan Lokey in Q1 2026 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Houlihan Lokey position peaked at $1K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.